See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,950 | $39,245+55.3% | $64,105-4.9% | $52,331+16.5% |
| Participation rate | 97.9% | 58.2%+39.6pp | 68.2%+29.7pp | 68.1%+29.8pp |
| Annual return | -0.01% | 14.79%-14.8pp | 791.24%-791.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,394 | $736+225.1% | $1,820+31.5% | $1,882+27.2% |
| Participant deferral / active EE | $2,705 | $1,992+35.8% | $2,822-4.2% | $3,022-10.5% |
| Admin fee / account holder | $210 | $592-64.6% | $4,499-95.3% | $592-64.6% |